Tax and financial services for homeowners and property buyers
Financing a house or apartment: The mortgage
We would be happy to support you as a property buyer with an independent analysis and tailor-made financial services to help you finance your dream property. With a wide range of mortgage and loan offers, even outside of expensive banking products, we show you possible options.
With our mortgage calculator you can quickly get a cost estimate. The interest rate calculated is not to be understood as a binding offer, but is indicative. Contact us for a more detailed analysis and other financial services such as very attractive Saron mortgages, based on our mortgage checklist.
Insuring and securing the property
- As a property buyer and future homeowner, you need to protect your newly acquired property comprehensively. We support you in selecting and adapting mandatory and necessary insurances such as building or household contents insurance.
- It is worth adapting your own and your family's living situation to the changed circumstances after the purchase. Together we will clarify whether affordability is also guaranteed in the event of disability or death.
- As a property owner, you never know how the environment will develop and what the future will bring. independent Clarifying your existing legal protection insurance and conducting a thorough needs analysis are worthwhile.
Implementation of the house or apartment sale
If you want to sell your property quickly and at a good market price, you don't need an expensive broker. We do this by focusing on price determination and offering it in an auction process at a fixed price.
This service is currently being developed regionally. Contact us if you are already planning a sale or would like to find out more about other financial services.
NEWS AND THINGS WORTH KNOWING ABOUT YOUR TAX RETURN
Make an appointment – submit documents – complete tax return
Tips, professionals, Income, financial consultancy, Deadlines, Real Estate, Tax Advisory, entrepreneur, Wealth, Insurance, Pension
Anyone wanting to manage their personal finances in Switzerland quickly encounters the same questions: How much can I contribute to Pillar 3a? Which deductible suits me best? How do I create a budget that actually works? Which deductions do almost everyone forget on their tax return? How much equity do I need for a mortgage? What else is important? ...
On September 28, 2025, the imputed rental value for owner-occupied properties in Switzerland was abolished by the people and the cantons. The imputed rental value will therefore disappear from the tax return. When will the abolished imputed rental value take effect? Expected in two to three years, i.e., 2028. We will process the 2028 tax return in 2029. What can you do until then? ...
Tax Planning Appointments Tax planning appointments can be scheduled online directly, similar to the tax return appointments. During the tax planning appointment, all tax questions are addressed in the annual meeting, including how measures can be implemented to save even more and better taxes in the coming years. In the following video, we demonstrate what this means: The tax planning appointments require, ...
Free initial property gains tax consultation Simpletax Appointments for a free initial consultation regarding capital gains tax on real estate can now be booked online. These can be arranged in Dübendorf or via Teams meeting. Professional initial consultation on capital gains tax on real estate: To prepare, we would appreciate it if you would complete the form for clarification and preliminary calculation of the capital gains tax on real estate. Why is it important to calculate the capital gains tax on real estate before the sale? ...
While many young people and families face the question of "rent or buy," homeowners often grapple with what to do with their property when their personal circumstances change and their own use is no longer the primary focus: rent or sell? This might be due to a change of residence, or the arrival of children. ...
The deferral of the property gains tax in the canton of Zurich makes it easier to purchase a replacement property when moving to a new home. Using the canton of Zurich as an example, the following table shows the three cases in which the tax is completely deferred, partially deferred or must be paid immediately and in full. Optimize the deferral of the property gains tax ...
Ready for good tax advice?
A personal appointment for your tax return provides clarity and structure. A clear plan with tax optimization and financial advice is available with the... Finance subscription.
